Invesco S&P 500 Low Volatility ETF
SPLV
363 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 42 closing their positions.
10% more capital invested
Capital invested by funds: $3.04B → $3.33B (+$291M)
4.07% more ownership
Funds ownership: 43.26% → 47.33% (+4.1%)
5% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 42
1% less funds holding
Funds holding: 368 → 363 (-5)
15% less funds holding in top 10
Funds holding in top 10: 34 → 29 (-5)
15% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 126
76% less call options, than puts
Call options by funds: $1.04M | Put options by funds: $4.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$221M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$140M |
| 3 |
Morgan Stanley
New York
|
+$79.8M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$40.7M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$17.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.3M |
| 3 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$11.8M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.55M |
| 5 |
HA
Harfst & Associates
Sheridan,
Wyoming
|
-$6.65M |
SPLV Hedge Fund Activity: Q2 2018 in Review
363 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Low Volatility ETF (SPLV) for Q2 2018, worth a combined $3.33B — up 9.6% from $3.04B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of SPLV and 40 opened new positions — a net loss of 2 holders — while 126 trimmed existing stakes and 107 added.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $221M. The largest seller was Kays Financial Advisory, cutting an estimated $17.6M.
- 363 institutional investors held Invesco S&P 500 Low Volatility ETF (SPLV) as of Q2 2018, down from 368 in Q1 2018.
- Funds reported $3.33B of Invesco S&P 500 Low Volatility ETF stock for Q2 2018, up 9.6% quarter-over-quarter.
- 40 funds opened new Invesco S&P 500 Low Volatility ETF positions in Q2 2018 and 42 closed out, a net change of -2 holders.
- The largest Invesco S&P 500 Low Volatility ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $221M added.
- The largest Invesco S&P 500 Low Volatility ETF seller in Q2 2018 was Kays Financial Advisory, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2018.